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Disclosery

QDVO AMPLIFY ETF TR

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CWP GRO INC ETF (fund)

44 managers (44 13F filers) reported a position in QDVO shares at 2025-12-31, 3,136,372 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
18
Added
17
Reduced
4
Sold out
5
Shares held by filers
3,136,372

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,194,236$34.7M0.01%+549,81613F-HRTimelineGroup
Merit Financial Group, LLC622,854$18.1M0.15%+20,05213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,566$9.22M<0.01%+52,93113F-HRTimelineGroup
LPL Financial LLC243,983$7.08M<0.01%+36,24113F-HRTimeline
Visionary Wealth Advisors113,043$3.28M0.15%+15,52113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC98,278$2.85M<0.01%+69,63213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,393$2.01M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…65,583$1.9M0.01%+25,12713F-HRTimeline
Sigma Planning Corp45,363$1.32M0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,601$1.06M<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,324$996K0.01%new13F-HRTimelineGroup
Claris Financial LLC30,822$894K0.48%-8,50313F-HRTimeline
Cassady Wealth & Retirement Planning, L…26,501$769K0.5%13F-HRTimeline
Janney Montgomery Scott LLC15,713$456K<0.01%+3,80013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,000$435K<0.01%new13F-HRTimeline
Souders Financial Advisors14,661$425K0.05%+1,98813F-HRTimeline
Capital Wealth Planning, LLC13,946$405K<0.01%+4,74313F-HRTimeline
NewEdge Advisors, LLC13,604$395K<0.01%+1,56513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,910$375K<0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC12,121$352K0.04%+58713F-HRTimeline
PFG Investments, LLC11,731$340K0.02%new13F-HRTimeline
CAP Partners, LLC11,493$334K0.19%new13F-HRTimeline
Latitude Advisors, LLC11,183$325K0.14%+4,23913F-HRTimeline
Clear Trail Advisors, LLC10,860$315K0.07%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,187$296K<0.01%-3,00513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,976$290K<0.01%-35,26513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,108$264K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC8,714$253K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,907$231K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…7,920$230K0.03%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,570$220K<0.01%new13F-HRTimelineGroup
Traynor Capital Management, Inc.7,433$216K0.01%new13F-HRTimeline
NWF Advisory Services Inc.6,950$202K0.02%new13F-HRTimeline
AlphaCore Capital LLC6,100$177K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,791$168K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,627$105K<0.01%+2,62713F-HRTimeline
CWM, LLCin group CWM, LLC1,142$33K<0.01%+56013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC792$23K0.02%013F-HRTimeline
GROUP ONE TRADING LLC674$19.6K<0.01%-20013F-HRTimeline
CoreCap Advisors, LLC627$18.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc40$1.16K<0.01%new13F-HRTimeline
CX Institutional40$1K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$92<0.01%+213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$68<0.01%+213F-HRTimelineGroup